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Managing Groups
FifthDomain avatar
Written by FifthDomain
Updated over 7 months ago

This article provides detailed information for a Manager on how to create, edit and delete groups.

Accessing the Manage Groups Page

You can access the Manage Groups page by clicking the Affiliated [1] button on the sidebar (under the Users menu) and then clicking on the Groups [2] button on the Affiliated Users page. Note that users are required to have the 'Manage Groups' and/or 'Manage Users' permissions to access this page.

Creating Groups

You can create a group by clicking the Create New Group button.

Name a group by typing into the Group Name [1] input box. You can add a description by using the Group Description [2] text box. You can save the group at any stage after you have entered a name by clicking the Save [3] button, or you can proceed to add users to the group by clicking the Next [4] button. Alternatively, you can close the form without creating a group by clicking the Cancel [5] button.

You can add users to a group during the creation process by clicking the Add Users button on the second page of the form, as shown in the image below.

This will open the Add Users modal. You can click on the Registered Users dropdown menu to view a list of all users within your organisation, as shown in the image below.

You can select or deselect all user by clicking the Select All [1] checkbox. You can also select or deselect an individual user by clicking the Checkbox [2] next to the user. You can then close the dropdown menu by clicking outside of the menu.

You can add the selected users to the group by clicking the OK [1] button, or close the form without adding users by clicking the Cancel [2] button.

You can search for users within the group by clicking the Search [1] icon. This will open up a text box that you can use to search for users by Name, Email Address, or Role. You can also filter the table by clicking on the Filters [2] button. To remove a user from the group, click the Delete [3] button next to the user.

This will open up a warning message. Click the OK [1] button to remove the user from the group, or click the Cancel [2] button to close the message without removing the user.

You can save the group by clicking the Save [1] button, or click the Back [2] button to go back and edit the group’s name or description.

Viewing Groups

The Manage Groups page display all groups within your organisation. You can search for groups by clicking the Search [1] icon. This will open up a text box that will let you search for groups by Name, Description, Number of Users or Number of Courses. You can also filter the table by clicking on the Filter [2] button.

You can change the number of groups displayed on the table by clicking the Rows [3] dropdown menu, and then selecting how many rows you would like to display per page. You can also navigate between pages of the table by clicking the Arrow [4] buttons.

Editing a Group

You can edit a group by clicking on the Edit buttons, as shown in the image below.

You can edit a group’s basic information by clicking the Edit button, as shown in the image below.

You can then use the Group Name [1] and the Group Description [2] text boxes to edit the group’s name and description, respectively. You can save your changes by clicking the Save [3] button, or cancel any changes by clicking the Cancel [4] button.

If you click “Save”, you will be asked to confirm any changes that you made. You can confirm your changes by clicking the OK [1] button, or cancel your changes by clicking the Cancel [2] button.

You can edit the users within a group by clicking on the Users tab, as shown in the image below.

You can add users to the group by clicking the Add Users [1] button. You can also remove a user by clicking the Delete [2] button next to a user. Both of these features work in the same way as described above in the “Creating Groups” section.

If you click the Add Users button, a modal will appear giving you two options for how you can invite users to the group. If you select the Registered Users [1] option, you can select registered users to add to the group by clicking on the Dropdown Menu [2] and then clicking the Checkboxes [3] next to the users that you wish to add. You can then click anywhere outside the Dropdown Menu to close the menu.

Alternatively, you can select the Add Users via Email [1] option. You can then enter the email addresses for any users that you wish to invite into the Email Addresses [2] text box - including both new and registered users.

Whichever method you choose, after you have selected the users to add, you can add the users to the group by clicking the OK [1] button. Alternatively, you can click the Cancel [2] button to close the modal without adding any users to the group.

Deleting a Group

You can delete a group by clicking the Delete button, as shown in the image below.

You will be shown a warning message that asks you to confirm that you wish to delete the group. Click the OK [1] button to delete the group, or click the Cancel [2] button to close the form and not delete the group.

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